When it comes to philanthropic decisions, high-net-worth-clients rank financial advisors as one of the most trusted sources for information about charitable giving. In fact, advisors come in second only to spouses and partners, according to research by U.S. Trust.
This level of rapport can help advisors establish a stable, long-term relationship with individuals and families. Wealthy clients’ expectations for quality advice extend well beyond how charitable giving will impact their finances or taxes. They want recommendations about which specific vehicles they can use. On occasion, they’ll even ask for help selecting a worthy cause.
Our team of giving experts at NCF can come alongside you with the most creative and tax-saving charitable solutions available today.
With offices across the country, decades of leadership and innovation, and more than $11 billion granted to 63,000 charities, NCF is comprised of some of the country’s brightest, most passionate experts in charitable giving today. We can work with you to help your clients save taxes, reduce paperwork and hassles, and send more to charity than they ever thought possible.
When you connect with NCF to serve your givers, you’ll experience:
- More value for your clients – The individuals and families you serve will experience the joy of simplifying their giving and multiplying their impact.
- Greater purpose in your practice – When you incorporate charitable giving into your work, your practice becomes a ministry.
- Stronger relationships at your office – Your colleagues and employees will appreciate being part of an organization that has a charitable focus Giving Fund, also known as a donor-advised fund
The power of non-cash giving
Our team at NCF specializes in helping your clients give appreciated assets such as stocks, business interests, and real estate. We receive and liquidate the asset and place the net proceeds into their Giving Fund, and then they go online to recommend grants to their favorite causes.
- Appreciated securities: Stocks, bonds, and mutual funds
- Real estate: Land, houses, or other properties
- Business interests: Ownership in closely-held businesses, LPs, LLCs, or S-Corp
- Personal property: Royalties, copyrights, patents, or precious metals like gold
- Restricted securities: Publicly traded securities that may have sale restrictions
- Loan notes: Money owed to you through loan notes
- Estate gifts: Proceeds from wills, trusts, or life insurance policies
- Retirement plans: 401Ks, IRAs, or pension plans
- Life insurance: Whole, universal, or variable
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